Salesforce
The integration of "Salesforce" Connector seamlessly connects your Salesforce account to Whatsdash, utilizing data to generate visually appealing reports on the dashboard. Simply click on the "+" icon of Salesforce from the list of available integrations on the "Integrations" page.
Then provide your login credentials to establish the connection with the data source. Once the data source is linked, it will appear in the list of connected integrations.
Now you can generate report with Salesforce as per below screen shot.
Salesforce metrics and dimensions -
List of Metrics
| Name | Category | Description |
|---|---|---|
| Leads | Lead | Leads are individuals or entities who have shown interest in your products or services but haven't yet been qualified as |
| New Customer | Opportunity | A new business or organization that has recently become a customer or client of the company |
| Amount | Opportunity | The Amount field is commonly used in Salesforce to track the potential or actual revenue associated with a sales deal. |
| Amount Won | Opportunity | Sum of the amount where Closed Won is stage(Sum of ammount where StageName= 'Closed Won') |
| Amount Lost | Opportunity | Sum of the amount where Closed Lost is stage |
| Expected Revenue | Opportunity | It is used to capture the estimated revenue that a sales representative expects to generate from a particular opportunity |
| Expected Revenue | Campaign | Estimate the potential financial impact of the campaign |
| Opportunity | Opportunity | An Opportunity represents a potential revenue-generating event for a company, often associated with a potential sale or deal. |
| Win Rate | Opportunity | Count of total won records / Number of total record present in Opportunity |
| Actual Cost | Campaign | This field stores the total amount of money actually spent on running the campaign |
| Budgeted Cost | Campaign | Object represents the planned or budgeted cost associated with a marketing campaign. |
| Campaign | Campaign | Is used to track and manage marketing efforts. A marketing campaign or initiative designed to promote a product, service, or message |
| Amount All Opportunities | Campaign | sum of the Amount field values for all opportunities directly associated with the specific campaign |
| Contact | Contact | this object represents individuals or business contacts |
| Converted Leads | Lead | The process of converting a lead involves transitioning it from the Lead object to other standard objects, such as Account, |
| Num Sent | Campaign | It refers to the total number of individuals included in the campaign target audience |
| Won Opportunities | Opportunity | refers to a sales opportunity that has been successfully closed with a positive outcome. When a sales representative |
| Conversion Rate | Other | Conversion Rate = (Number of Opportunities / Number of Leads) * 100 |
| Converted Revenue | Opportunity | Sum of the amount where Closed Won is stage(Sum of ammount where StageName= 'Closed Won') |
List of Dimension
| Name | Category | Description |
|---|---|---|
| Status | Other | often used to indicate the current state or condition of a record |
| Name | Other | Is a standard field that is present in many standard and custom objects |
| Rating | Other | represents a qualitative assessment or categorization of the business relationship with a particular account |
| Type | Other | The object it belongs to or how it's been customized in your Salesforce instance. |
| Stage | Other | refers to a specific phase or step in a sales or business process, most commonly associated with the Opportunity object. |
| Country | Other | used to store information about the country associated with a record |
| Industry | Other | categorize or classify the type of business or industry associated with an account |